CWM
IPU

Concert Wealth Management’s SPDR S&P International Utilities Sector IPU Stock Holding History

Concert Wealth Management’s Portfolio IPU Stock Details IPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,040
Closed -$17K – 992
2016
Q3 		$17K Buy
+1,040
New +$17K ﹤0.01% 913
2016
Q2 		– Sell
-10,920
Closed -$177K – 737
2016
Q1 		$177K Buy
10,920
+631
+6% +$10.2K 0.02% 604
2015
Q4 		$164K Buy
+10,289
New +$164K 0.02% 615